Carson Wealth (CWM LLC)
TJAN

Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TJAN Stock Details TJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.9K Hold
2,653
– – ﹤0.01% 3526
2025
Q4 		$73K Hold
2,653
– – ﹤0.01% 3321
2025
Q3 		$72K Hold
2,653
– – ﹤0.01% 3229
2025
Q2 		$70K Hold
2,653
– – ﹤0.01% 3016
2025
Q1 		$67K Buy
+2,653
New +$67.9K ﹤0.01% 2735

Other funds holding TJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TJAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) position steady in Q1 2026 at 2,653 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

Carson Wealth (CWM LLC) first reported a position in TJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $73K in Q4 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,653 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $71.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3526 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $73K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.